A complete list of active advisors currently associated with Kauffman & Drebing

Warmer can help you find a great advisor at Kauffman & Drebing or one who fits your needs even better.

Kauffman & Drebing LLC provides fee-only financial planning to individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm serves a relatively small client base and works with both non‑high‑net‑worth and high‑net‑worth individual clients as well as institutional-type clients. For each engagement the firm prepares a written investment and financial advisory report based on client-supplied information, independent research, and analysis of mutual funds and the bond market, with recommendations tailored to goals, risk tolerance and liquidity needs. Engagements are billed on an hourly basis and may include a proposal outlining the work, optional implementation assistance at the client’s direction, and periodic or interim review letters. Compared with peers, the firm’s use of hourly billing for comprehensive financial planning is uncommon, and it operates strictly as a fee‑only planner that does not manage client assets, take custody, sell financial products, or accept performance‑ or transaction‑based compensation. The firm has a long operating history and is run by long‑tenured partners with advanced academic credentials, and it recommends brokers based on execution and reporting without receiving soft‑dollar or referral compensation.

To learn more about the advisors currently working at Kauffman & Drebing, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Barbara Drebing	Swarthmore, PA	35
Neil Kauffman	Swarthmore, PA	35

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